AUMdb

Coulee Bank Salary Savings Plan

Sponsored by Coulee Bank · EIN 390978524 · Plan #002

Total assets
$13.6M
Net assets
$13.6M
Active participants
81
With balances
112

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Trust Point Recordkeeping, Trustee (institutional), Trustee (discretionary) $59,566
Hawkins Ash Cpas, Llp Accounting $8,500